Lettings Agent Best Practices

Updated: 15/11/2023
Article #: 40


Welcome to the Agent Response Best Practice Guide, tailored specifically for Letting Branches. This guide is designed to help you maximise the benefits of your Agent Response software and ensure that you have a solid foundation in place for optimal performance.

 

Target Conversion Rate: 20-30%

For letting branches, it is recommended to aim for a conversion rate of 20 to 30% from inquiries to form completions. This ensures efficient lead management.

 

Enable the Credit Score Question

Keep form conversion rates around 30% by enabling the credit score question. This pre-qualification step not only streamlines the process but also reduces workload. The credit score is enabled and will show by default.

 

Disable Notifications

Focus on the leads that are serious about applying for a property and reduce inbox noise. You can turn off notifications to stop receiving the initial Portal enquiries and concentrate on the leads that have taken the time to complete the form. By default notifications are turned on. You can find out how to turn off notifications here.

 

Turn Off 24-Hour Reminders

Disable 24-hour reminders to focus on the leads you're already receiving. This option is particularly beneficial for Letting Agents and may not be necessary for Sales Agents. The 24 hour reminder emails are disabled by default.

 

Add Team Members to 'Contacts' Dashboard

Enhance team collaboration and shift focus away from the email inbox by adding team members to the 'Contacts' dashboard. Manage branch activities online and export data for further analysis. You can find more information about managing team members here.

 

You can find out more here about using and navigating the Contacts area.

 

Turn On Call Response

For qualified leads, consider turning on 'Call Response.' This feature, when activated, allows the system to automatically call you when someone completes a form during your opening hours, connecting you to the lead upon approval. You can find out how to turn on the call response here.

 

By implementing these best practices, you can leverage Agent Response to its full potential, optimising your letting agency's efficiency and lead management.







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